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Recent
Read repost. Next - Go learn all 55 vulnerabilities remaining in Georgia elections systems at HederaThon.org.
Want these resolved? Vote for ONLY governor candidate who met w/
inventor of the global system to secure Dominion infrastructure.
[Keep reading] x.com/thescif/status…
Want these resolved? Vote for ONLY governor candidate who met w/
inventor of the global system to secure Dominion infrastructure.
[Keep reading] x.com/thescif/status…
What is the exact name of the governor candidate? Glad you asked.
It’s Rick Jackson.
Or Slick Rick Jackson the good guy! Go hear the song. 👇
music.amazon.com/albums/B0H1R5C…
It’s Rick Jackson.
Or Slick Rick Jackson the good guy! Go hear the song. 👇
music.amazon.com/albums/B0H1R5C…
Lastly Burt Jones had an opportunity to pass the law to resolve all 55 vulnerabilities. Ask him why he did not.
Go learn of our insecure elections at:
The students led movement is still hoping @burtjonesforga @LtGovJonesGA does the right thing! Will he? iBlackVote.com/proposal
Go learn of our insecure elections at:
The students led movement is still hoping @burtjonesforga @LtGovJonesGA does the right thing! Will he? iBlackVote.com/proposal
SitRep - 14/05/26 - A large Russian overnight attack
An overview of the daily events in Russia's invasion of Ukraine. In a massive Russian overnight missile and drone attack, lots of residential areas were hit and civilians died. Russian terror.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. In a massive Russian overnight missile and drone attack, lots of residential areas were hit and civilians died. Russian terror.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
CJI Surya Kant: The word woman in Haryana is anti-climax that is why they are not able to digest the 30 percent representation given to women in the bar council elections. #SupremeCourt
CJI: Make sure a former Supreme court judge, former chief justice of the punjab and haryana HC and an eminent member of the Supreme Court bar is there in the panel to look into grievances concerning the bar council elections.
Bar body seeks time till Monday to come back with details.
Bar body seeks time till Monday to come back with details.
CJI: Bring me the composition of the panel on Monday. We will see. Senior members.
#SupremeCourt pulls up lawyer who filed plea seeking designation as Senior Advocate.
Bench: CJI Surya Kant and Justice Joymalya Bagchi.
CJI: the entire world may be eligible to become senior. But at least you are not entitled
Bench: CJI Surya Kant and Justice Joymalya Bagchi.
CJI: the entire world may be eligible to become senior. But at least you are not entitled
CJI: you have no other litigation apart from this. Filing privileged petitions. It shows that you are not fit to be considered for senior advocate if this is the patience you have.
CJI: Senior Advocate status is a recognition for a role and participation in the justice delivery system. this is your role in the justice delivery system to get designation?
Supreme Court hears the Kuldeep Singh Sengar case
SG Tushar Mehta: CBI appeal is listed before the Delhi High Court
Sr Adv N Hariharan: I am in the position to show that the prosecutrix is not a minor. The AIIMS board says she was not a minor. All reports are in his favour still he is in jail.
SG: The main conviction is under 376(1) IPC for remainder of his life
CJI: Prayer was only to suspend the sentence. There are issues which require consideration.
SG Tushar Mehta: CBI appeal is listed before the Delhi High Court
Sr Adv N Hariharan: I am in the position to show that the prosecutrix is not a minor. The AIIMS board says she was not a minor. All reports are in his favour still he is in jail.
SG: The main conviction is under 376(1) IPC for remainder of his life
CJI: Prayer was only to suspend the sentence. There are issues which require consideration.
SG: it has to be seen whether MLA is a public servant for the POCSO
Justice Bagchi: we do not endorse the hyper technical conclusion of the high court. This is a penal legislation which protects children from sexual exploitation.. section 21 of IPC and prevention of corruption of act..
SG: MLA is in a dominant position.
CJI: HC has suspended the sentence. We have stayed by it. Now there is suspense whether order is illegal, erroneous etc. Now in this area..HC will be reluctant to hear the main appeal.
Justice Bagchi: we do not endorse the hyper technical conclusion of the high court. This is a penal legislation which protects children from sexual exploitation.. section 21 of IPC and prevention of corruption of act..
SG: MLA is in a dominant position.
CJI: HC has suspended the sentence. We have stayed by it. Now there is suspense whether order is illegal, erroneous etc. Now in this area..HC will be reluctant to hear the main appeal.
CJI: we can set aside the order. HC can decide the appeal or if it's taking time .HC can decide the application for suspension of sentence.
Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The leadership rotated, but the trend did not. The super cycle powers ahead.
The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.
Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...
…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.
And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.
This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.
1/10
The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.
Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...
…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.
And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.
This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.
1/10
The largest supply shock in history is pricing into the curve, not the backend (yet).
I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.
ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.
Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.
Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.
But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.
The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.
S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.
A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.
When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.
The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!
We are at the tipping point.
2/10
I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.
ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.
Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.
Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.
But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.
The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.
S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.
A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.
When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.
The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!
We are at the tipping point.
2/10
Made by iBlackVote Technologies
@RickJacksonGA met with the CEO —
What other candidate has met with CEO of
leading company securing elections and doing elections security education globally!!? @ajc @TMZ @shaderoomnews
That alone earned my vote
@threadreaderapp “unroll”
@RickJacksonGA met with the CEO —
What other candidate has met with CEO of
leading company securing elections and doing elections security education globally!!? @ajc @TMZ @shaderoomnews
That alone earned my vote
@threadreaderapp “unroll”
No one else is showing any actions to prove they care about 🫵 vote? I guess they do not 🤷🏾♂️
If they meet with him than maybe I will change my mind and consider your candidates and tell my people — but for now I am
Riding with slick
If they meet with him than maybe I will change my mind and consider your candidates and tell my people — but for now I am
Riding with slick
music.amazon.com/albums/B0H1R5C…
Win big time we about to win bigger with @RickJacksonGA @threadreaderapp “unroll”
And inventor Daniel Davenport securing our elections — he secured missiles so this should be easy go to HederaThon.org to learn more. He has a picture there
Win big time we about to win bigger with @RickJacksonGA @threadreaderapp “unroll”
And inventor Daniel Davenport securing our elections — he secured missiles so this should be easy go to HederaThon.org to learn more. He has a picture there
Yo @_Re_UPS @Re_UPsMedia this song is wild!
Is this the FBA @tariqnasheed someone say it’s a new Atlanta singer — but I thought the voice was from big cousin!
@GainesKash @ChinetaLynn @YNB @BreakingBrown @Ludacris @dom_lucre do you all know? Is that the real Tariq singing? 👇
Is this the FBA @tariqnasheed someone say it’s a new Atlanta singer — but I thought the voice was from big cousin!
@GainesKash @ChinetaLynn @YNB @BreakingBrown @Ludacris @dom_lucre do you all know? Is that the real Tariq singing? 👇
Here is the Amazon link in case you all missed it?
More importantly @breakfastclubam are yall backing @KeishaBottoms or @TeamJacksonHQ — some black dudes made this for him — That is cool. @burtjonesforga gave him the name and the song writers flipped it music.amazon.com/albums/B0H1R5C…
More importantly @breakfastclubam are yall backing @KeishaBottoms or @TeamJacksonHQ — some black dudes made this for him — That is cool. @burtjonesforga gave him the name and the song writers flipped it music.amazon.com/albums/B0H1R5C…
@threadreaderapp shout out to hip hop for making politics fun again!
@BreakingBrown and @tariqnasheed rumors in Atlanta is @KeishaBottoms is going to get @Tip and @KillerMike to do a response song — but me personally I think the @TeamJacksonHQ is song is hard to beat!
@BreakingBrown and @tariqnasheed rumors in Atlanta is @KeishaBottoms is going to get @Tip and @KillerMike to do a response song — but me personally I think the @TeamJacksonHQ is song is hard to beat!
Happy Mother’s Day to you Burt Gambler polymarket.com political rigger Jones on behalf of SLICK RICK JACKSON TAKE THIS TRUTH @LtGovJonesGA x.com/ltgovjonesga/s…
@ATLNewsFirst @shaderoomnews @TMZ @11AliveNews @FOX5Atlanta
He is a spy do not vote for him or he is working with spies or just don’t care about our elections go to hederathon.org and see all elections vulnerabilities he failed to secure
x.com/prchasnolimit/…
He is a spy do not vote for him or he is working with spies or just don’t care about our elections go to hederathon.org and see all elections vulnerabilities he failed to secure
x.com/prchasnolimit/…
We want @RickJacksonGA
Hear the song and learn why!
Seriously @burtjonesforga @LtGovJonesGA just between me you, @TeamJacksonHQ and the whole internet do you like the song yes or no? 😂🤣🤣😂😂🤦🏾♂️✌🏿🫵🙉🙉🙉🙉🙉🙉🙉🙉🙉music.amazon.com/albums/B0H1R5C…
Hear the song and learn why!
Seriously @burtjonesforga @LtGovJonesGA just between me you, @TeamJacksonHQ and the whole internet do you like the song yes or no? 😂🤣🤣😂😂🤦🏾♂️✌🏿🫵🙉🙉🙉🙉🙉🙉🙉🙉🙉music.amazon.com/albums/B0H1R5C…
Hello @HollyKesler you speak for @LtGovJonesGA @burtjonesforga when is his song coming out? The whole globe knows now he is in the pocket of a spy! Read timeline go to HederaThon.org to see what he refused to implement we now know why polymarket.com gambling 💰 x.com/prchasnolimit/…
Come on over to @TeamJacksonHQ there is space for you!
Holly @HollyKesler You have to do better research but if you are a spy I get it. Hear the song!
I will be back every post telling all your followers the truth — in the comments sharing the songmusic.amazon.com/albums/B0H1R5C…
Holly @HollyKesler You have to do better research but if you are a spy I get it. Hear the song!
I will be back every post telling all your followers the truth — in the comments sharing the songmusic.amazon.com/albums/B0H1R5C…
@threadreaderapp “unroll”
@ajc @bluestein
@ajc @bluestein
I guess @Crimsontider is getting rich with gambler @LtGovJonesGA @DolezalForGA and @jasonanavitarte rigging elections to earn polymarket.com bank! Why should we trust her @RickJacksonGA
I GUESS SHE DID NOT HEAR THE SONG AND LEARN TRUMP IS A RUSSIAN SPY x.com/crimsontider/s…
I GUESS SHE DID NOT HEAR THE SONG AND LEARN TRUMP IS A RUSSIAN SPY x.com/crimsontider/s…
music.amazon.com/albums/B0H1R5C…
It’s underground too, and rumor is they even have tapes passing hand to hand of it !
Dang @LtGovJonesGA endorsed by a Russian spy smh
@RickJacksonGA glad you are hear to secure our elections @Crimsontider must not have been to HederaThon.org
It’s underground too, and rumor is they even have tapes passing hand to hand of it !
Dang @LtGovJonesGA endorsed by a Russian spy smh
@RickJacksonGA glad you are hear to secure our elections @Crimsontider must not have been to HederaThon.org
@threadreaderapp “unroll” I guess all spies have to have other spies support but we caught one in California and more will be in jail for not speaking up on @LtGovJonesGA failures when we saw him and @DolezalForGA for years say elections were rigged in 2020 and never fixed the
I’m not a gambler like @LtGovJonesGA @burtjonesforga I would never bet on my own race when Congress just outlawed it to leaders — dang @PARADEDRIVER @StricklandForGA you not going to speak on this.. hear the song music.amazon.com/albums/B0H1R5C… x.com/prchasnolimit/…
Now
Burt jones is being suited and they are asking him to pay $300k for all voters who had their votes stolen in 2020 — dang Burt @LtGovJonesGA you did not see that one coming
They suiting @DolezalForGA too
@bluestein you not reporting on this? @LtGovJonesGA failed to
Burt jones is being suited and they are asking him to pay $300k for all voters who had their votes stolen in 2020 — dang Burt @LtGovJonesGA you did not see that one coming
They suiting @DolezalForGA too
@bluestein you not reporting on this? @LtGovJonesGA failed to
Hire the contractor and the rumor is @DolezalForGA was working to get his software company to get a contract —- smh — and @jasonanavitarte let all this happen as the Senate majority leader go hear the song!
Dang you are good @RickJacksonGA #GaPolmusic.amazon.com/albums/B0H1R5C…
Dang you are good @RickJacksonGA #GaPolmusic.amazon.com/albums/B0H1R5C…
